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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,672 | $223,823-28.7% | $211,142-24.4% | $154,746+3.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.53% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $440 | $6,787-93.5% | $6,442-93.2% | $4,379-90.0% |
| Participant deferral / active EE | $9,900 | $9,750+1.5% | $9,284+6.6% | $6,730+47.1% |
| Admin fee / account holder | $616 | $19,707-96.9% | $19,076-96.8% | $14,365-95.7% |